Tax Forms
Find tax forms and notices related to Wespath-administered retirement benefits
Access tax reporting forms, withholding elections and required tax notices related to your retirement benefits. Many forms are mailed automatically, and copies are available online after the mailing dates.
Log in to Benefits Access to view available tax forms. After logging in, go to Retirement → Accounts → Tax Forms.
Annual Tax Reporting Forms
Wespath mails annual IRS reporting forms to participants, including:
- Form 1099-R for retirement distributions
- Form 1099-MISC when applicable
- Form W-2 for disability payments
Additional forms may be mailed based on residency or tax status, including Form 480.7C for Puerto Rico participants and Form 1042-S for certain non-U.S. income reporting.
Copies of mailed tax forms are typically available in Benefits Access after mailing dates. Participants who cannot access their tax forms online can contact Wespath at 1-800-851-2201 for an additional copy. Please allow two weeks for mail delivery.
Additional Tax Forms and Resources
These forms help you elect or change withholding amounts on retirement payments:
- IRS Form W-4P — For periodic pension or annuity payments expected to last at least 10 years or over life expectancy
- IRS Form W-4R — For nonperiodic payments such as lump sums or shorter-term distributions
- State Income Tax Withholding Form — Elect or update state tax withholding
You can submit updated withholding elections if your tax situation changes.
Submit a completed form
If you need to return a tax form or election, you can send it to Wespath using one of the following methods:
Email: retirementteam@wespath.org
Fax: 1-847-866-2736
Mail:
Wespath
Attn: Retirement Benefits
1901 Chestnut Ave
Glenview, IL 60025
If you cannot access your forms online, contact Wespath for assistance and allow time for mail delivery.